Commercial Awareness with Watson’s Daily business and financial news
Peter Watson
Watson’s Daily is the newsletter that improves your COMMERCIAL AWARENESS. In this podcast, the writer of Watson’s Daily talks about the week’s news and its implications. Peter Watson is an ex-stockbroker (13 years at 4 different investment banks in London and Tokyo) who advised some of the world’s biggest financial institutions on the UK, European and Japanese stock markets. He uses this experience to break down and explain key business and financial markets news in an approachable way! He also does the occasional podcast on career-related matters an ex-headhunter.
Episodes
Mentioned books
Jun 25, 2024 • 20min
Episode 891: Shein's IPO vs Frasers/THG/BNPL...#WeAskWatson
In this episode, Alina and I talk about the pros and cons of Shein's proposed IPO and why Frasers and THG getting together is a very clever idea...
Jun 24, 2024 • 24min
Episode 890: More US tech restrictions vs Mission 2025...#WeAskWatson
In this episode, Alina and I talk about the US putting more tech restrictions on China and how the "Mission 2025" group is pushing back against the "greenlash"...
Jun 23, 2024 • 1h 5min
Episode 889: Review of 2024's themes so far with Peter & Ralph...
Peter and Ralph revisit the themes from the beginning of the year, including populism, near-shoring, renewables/nuclear, AI profitability, and corporate migration to the Middle East/India. They discuss rising populism, voter turnout trends in European elections, implications of near-shoring and de-globalization, transitioning to renewable energies, evolving AI landscape, and companies entering the Middle East/India for business growth.
Jun 20, 2024 • 20min
Episode 888: the haves vs the have-nots...#WeAskWatson
In this episode, Duncan and I talk about why it doesn't feel like inflation is falling and how working at UK investment banks is getting VERY compelling (uncapped bonus, anyone??)...
Jun 19, 2024 • 20min
Episode 887: Nvidia vs Warehouse rooftop solar panels...#WeAskWatson
In this episode, Duncan and I talk about Nvidia's triumph and the potential for solar panels on the rooftops - of warehouses!
Jun 18, 2024 • 53min
Episode 886: Peter & Ralph's weekly chat (w/c June 10th 2024)
In this episode, Ralph and I react to the release of the prospectuses this week of the main parties and whether AI will kill creativity...
Jun 18, 2024 • 26min
Episode 885: Nike vs highly paid lawyers...#WeAskWatson
In this episode, Duncan and I talk about what Nike needs to do to get itself back on track and thoughts about high salaries of newly-qualified lawyers (in some law firms)!
Jun 9, 2024 • 58min
Episode 884: Peter & Ralph's weekly chat (w/c June 3rd 2024)
In this episode, Ralph and I discuss the upcoming election, AI in the world of finance and the positive prospects for IPOs...
May 12, 2024 • 42min
Episode 883: Peter & Ralph's Weekly Chat (week commencing May 7th 2024)
In this episode, Ralph and I talk about "good news" for the UK and prospects for the UK's IPO pipeline...
May 9, 2024 • 21min
Episode 881: EVs in Europe vs China…#WeAskWatson
In this episode, Duncan and I talk about the huge contrast between EV fortunes in Europe vs China and what a realistic future might look like for EVs…
